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Hughes Financial Services’s Blue Owl Capital OWL Stock Holding History

Hughes Financial Services’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79 Buy
9
+3
+50% +$29 ﹤0.01% 1495
2026
Q1 		$55 Buy
+6
New +$73 ﹤0.01% 1430
2025
Q3 		– Sell
-30
Closed -$586 – 1081
2025
Q2 		$586 Sell
30
-52
-63% -$962 ﹤0.01% 881
2025
Q1 		$1.67K Buy
+82
New +$1.84K ﹤0.01% 613

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Hughes Financial Services's OWL Position: Q2 2026 in Review

Hughes Financial Services increased its Blue Owl Capital (OWL) stake by 50% in Q2 2026, buying an estimated $29 and bringing the position to 9 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Hughes Financial Services first reported a position in OWL in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.67K in Q1 2025. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Hughes Financial Services held 9 shares of Blue Owl Capital worth $79 as of Q2 2026.
  • Hughes Financial Services bought 3 Blue Owl Capital shares in Q2 2026, an estimated $29.
  • Blue Owl Capital made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1495 holding.
  • Hughes Financial Services first reported a position in Blue Owl Capital in Q1 2025 and has held it in 4 quarters since.
  • Hughes Financial Services's Blue Owl Capital position peaked at $1.67K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.